Reliability Coordinator Outage Coordination Methodology

Reliability Coordinator Outage Coordination Methodology

Revision 1.1

MAINTAINED BY SPP Operations Engineering

PUBLISHED: 5/07/2020 LATEST REVISION: Effective 9/01/2020

Copyright ? 2018 by Southwest Power Pool, Inc. All rights reserved.

SPP Operating Criteria

Revision

1.0 1.1

Date

4/30/2018 9/1/2020

REVISIONS

Description of Modification Initial Creation with approval and implementation of RR270 Require breaker outages to be submitted. Added definition for denied in outage status

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TABLE OF CONTENTS 1. Purpose......................................................................................................................................4

1.1 Use of Capitalized Terms.....................................................................................................4 2. Transmission Outages and Operations..................................................................................4

2.1 Forced Transmission Outage Submission Requirements ....................................................4 2.2 Scheduled Transmission Outage Submission Requirements ...............................................5 2.3 Transmission Outage Priority and Timing Requirements ...................................................5 2.4 Transmission Outage Equipment Request Types ................................................................6 2.5 Transmission Outage Request Reasons/Causes...................................................................7 3. Generation Outages and Derate Submission Requirements................................................8 3.1 Forced Generation Outages and Derate Submission Requirements ....................................8 3.2 Scheduled Generation Outages and Derate Submission Requirements...............................9

3.2.1 Reserve Shutdown .........................................................................................................9 3.3 Generation Outage and Derate Priority and Timing Requirements...................................10 3.4 Generation Outage and Derate Request Type....................................................................10 3.5 Generation Outage and Derate Request Reasons/Causes ..................................................11 4. Outage Review and Approval Process .................................................................................12 5. Outage Status Changes..........................................................................................................13 6. Using CROW to Submit Other Types of Information to SPP ...........................................14

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1. Purpose

The purpose of this methodology is to provide technical requirements and criteria to Transmission Operators, Generator Operators and SPP Staff related to submission of Transmission and Generation outages to the Southwest Power Pool, Inc. (SPP) Reliability Coordinator and SPP Balancing Authority via the SPP CROW tool. Outage submissions will be shared with other Reliability Coordinators, Transmission Operators, and Balancing Authorities via the NERC System Data Exchange (SDX) and will be used for assessing real-time and future reliability of the Bulk Electric System. Transmission and Generator Operators are responsible for submitting all outages through the CROW tool. All other Transmission Operators will be able to view and identify all outages that are submitted through the CROW tool. SPP reserves the right to approve, deny, or reschedule any outage deemed necessary to ensure system reliability on a case by case basis regardless of date of submission.

1.1 Use of Capitalized Terms

For the purposes of this document, the following rules should be used concerning the use of capitalized terms. Non-italicized capitalized terms are defined by the NERC Glossary of Terms. Italicized capitalized terms indicate terms used in the CROW tool itself. Further description of many of these italicized capitalized terms can be found in the CROW Outage Scheduler Web GUI Tutorial.

2. Transmission Outages and Operations

For the purpose of identifying applicable facilities, the nominal kV level of the facility will be used. For transformers, use the low side voltage class. Example: A 161/69kV transformer shall be classified as a 69kV facility for the purposes of this methodology.

2.1 Forced Transmission Outage Submission Requirements

Forced outages of all transmission facilities greater than 60kV that are modeled in the SPP regional models and have been modeled in the CROW tool should be submitted within 30 minutes or as soon as practical after the outage. Each outage submission must be accompanied by a Planned End Time, Forced Outage Priority, an associated Outage Request Type, and an Outage Cause. Forced Outage Priory outages will be considered Non-Recallable. At the time of submission, forced outage reasons may not be known so a reason of Unknown may be selected. It is recognized that the duration of a forced outage will typically not be known at the

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time of the initial submission. The Planned End Time should be the best estimate for the return of the outaged facility. Any known updates to the Planned End Time and/or reason for the outage shall be submitted promptly to the CROW tool.

2.2 Scheduled Transmission Outage Submission Requirements

Scheduled outages of all BES elements must be submitted to the CROW tool and approved by the Reliability Coordinator prior to implementing the outage. Scheduled outages of all other transmission elements greater than 60kV that are modeled in the SPP regional models must be submitted to the Reliability Coordinator's CROW tool for coordination and review. Expected equipment types include lines, tranformers and selective isolation points. Isolation points will be required for stations that are in the ring bus, breaker and half, or double bus double breaker scheme. Other impactful isolation points may be submitted based on the TOP's discretion. Each outage submission must be accompanied by a Planned Outage Start Time and Planned End Time, Outage Priority, Outage Request Type, and Outage Cause. Each outage request must also be designated as Non-Recallable, or provide an expected Recall Time if directed. Sufficient notation in the outage scheduler Requestor Notes comment field should include a description or explanation for the outage. An incomplete outage request of any missing data could result in the outage being denied. Once the actual outage takes place, the Actual Start Time of the outage must be submitted to the CROW tool. When the outage has ended, the Actual End Time of the outage must be updated.

2.3 Transmission Outage Priority and Timing Requirements

Each Transmission Outage submitted must include one of the following Outage Priorities. Forced Outages of equipment must be submitted with an Outage Priority of Forced as defined below. The CROW tool will enforce the lead time requirements of each Outage Priority. Outages that are not planned will have a lower priority and may not be approved by the RC. Outages not submitted as planned will be reviewed and approved by SPP on a case-by-case basis. The risk of imminent equipment failure will have priority over other outages including planned. If sufficient time is not available to analyze the request then the outage will be denied.

Priority

Definition

Minimum Lead Time

Maximum Lead Time

Planned

Equipment is known to be operable with little risk of leading to a forced outage. As required for preventive maintenance, troubleshooting, repairs that are not viewed as urgent, system improvements such as capacity upgrades, the

14 Calendar None Days

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installation of additional facilities, or the replacement of equipment due to obsolescence.

Discretionary

Equipment is known to be operable with little risk of leading to a forced outage; however the timeline for submission of Planned outage priority has passed. Discretionary outages are required to be submitted at least 1 calendar days in advance. Due to the shorter lead time, this outage priority has increased risk of being denied based upon higher priority outage requests.

1 Days

Opportunity

Lead time may be very short or zero. An outage that can be taken due to changed system conditions (ie Generator suddenly offline for forced outage allows transmission work to be done).

None

Operational

Equipment is removed from service for operational reasons such as voltage control, constraint mitigation as identified in an operating procedure, etc.

None

Urgent

Equipment is known to be operable, yet carries an increased risk of a forced outage or equipment loss. The equipment remains in service until maintenance crews are ready to perform the work.

2 Hours

Emergency

Equipment is to be removed from service by operator as soon as possible because of safety concerns or increased risk to grid security.

None

Forced

Equipment is out of service at the time of the request.

None

14 Calendar Days

7 Days

None 14 Days

2 Hours 1 Hour

2.4 Transmission Outage Equipment Request Types

Each Transmission outage (scheduled and forced) request submitted must include one of the following Outage Request Types.

Outage Request Type

Definition

Modeling Assumptions

Out of Service (OOS)

Equipment is out of service.

SDX = Open

EMS = Open

Normally Open (NO)

Equipment is normally out of service and is identified as normally open in the SPP regional models. Normally Open request type is used to close (place in service) a normally open facility.

SDX = Closed EMS = Closed

Informational (INF)

Used for outage events that are not covered by one of the other Outage Equipment Request Types. Not an out of service event.

None ? Informational Only

Hot Line Work (HLW) Work is being performed on live or energized equipment.

None ? Informational Only

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General System Protection (GSP)

Work is being performed on protection systems. Requestor shall specifically identify protection systems out of service and any modification to operation or behavior of system contingencies.

None ? Informational Only

2.5 Transmission Outage Request Reasons/Causes

Each Transmission Outage Request must be submitted with one of the following reasons for the outage.

Reason/Cause

Definition

Maintenance & Construction

Outages to facilitate repair, maintain, or upgrade of facility related equipment. This includes clearances to perform vegetation management. Does not include outages to support Maintenance & Construction of other facilities. Those should be submitted as Voltage or SOL Mitigation.

Third Party Request

Non-transmission facility related requests for clearance or work such as highway construction.

Voltage Mitigation

Operation of facilities to preserve or correct Bulk Electric System voltage.

SOL Mitigation (Thermal)

Operation of facilities to preserve or correct Bulk Electric System thermal loading issues.

Weather/Environmental/Fire (excluding Lightning)

Outages caused by wind, ice, snow, fire, flood, etc. All weather or environmental causes excluding lightning strikes.

Lightning

Outages caused by direct or indirect Lightning strikes.

Foreign Interference (including contamination)

Outages caused by blown debris, bird droppings, kites, falling conductors, airplanes, etc.

Vandalism/Terrorism/Malicious Acts

Outages resulting from known or suspected vandalism, terrorism, or other malicious acts.

Equipment Failure

Outages resulting from failure of facility related equipment.

Imminent Equipment Failure

Operation of facilities due to expected imminent facility rated equipment failure.

Protection System Failure including Undesired Operations

Operation of facilities due to failure or undesired operation of the facility protection systems.

Vegetation

Outages resulting from contact with vegetation. This does not include outages due to clearances required to perform vegetation management which should be submitted as Maintenance & Construction. This does not include vegetation blown into rights of way or into contact with facilities which should be submitted as Foreign Interference.

BES Condition (Stability, Loading) Outages resulting from Bulk Electric System conditions such as islanding, cascading outages, sudden thermal loading due to other contingencies, transient stability conditions, etc.

Unknown

Operation of facilities due to an unknown reason. Most forced outages will be submitted with an initial reason of Unknown. Once the actual reason for the operation is known, the outage requestor

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Upcoming Model Change Other

should update the outage request. SPP Staff will follow up after some time to determine the actual outage reason for any outages which still have a reason of Unknown submitted.

Outages created for the purpose of correcting system topology related to pending model changes. This cause should only be used by SPP operations personnel.

Operation of facilities due to a reason not listed here.

3. Generation Outages and Derate Submission Requirements

All generating resources within the SPP Reliability Coordinator Area or Balancing Authority Area meeting one or more of the criteria listed below (regardless of voltage connection) shall report in the CROW tool all Outages and Derates if the gross reduction in capability is greater than or equal to 25 MW. Changes to the reported capability shall be reported in 25 MW increments from the last reported Derate level regardless of system capability/conditions.

1) Generating resource(s) with gross individual nameplate rating greater than 20 MVA or gross plant/facility aggregate nameplate rating greater than 25 MVA; or

2) Blackstart Resources identified in a Transmission Operator's restoration plan; or

3) Dispersed power producing resources with aggregate capacity greater than 25 MVA (gross aggregate nameplate rating) utilizing a system designed primarily for aggregating capacity.

If SPP requires generating resources that do not meet the criteria above to report their Outages and/or Derates in the CROW tool, then SPP shall send a written notice to the responsible entity stating their obligations and identifying the specific generating resources.

For the generating resources under the functional control of a Generator Operator (GOP) registered with NERC, the GOP shall be the responsible entity for reporting Outages and Derates in the CROW tool. For all other generating resources not under the functional control of a registered GOP, the resource owner shall be the responsible entity for reporting Outages and Derates in the CROW tool.

3.1 Forced Generation Outages and Derate Submission Requirements

Forced outages or capability limitations in the form of Derates should be submitted within 30 minutes or as soon as practical after the outage or capability limitation occurs. Forced Generation Outages and Derates are required to be accompanied by a reason for the outage or limitation. Each Outage or Derate submission must be accompanied by a Planned End Time, a

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